Terra Wealth

Terra Wealth (CRD# 320643) is a financial advisory firm headquartered in High Point, NC. They manage $250,086,346 in 2,158 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
400 West English Road, Ste 215, High Point, NC 27262
https://www.facebook.com/watch/terrawealth/
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    2,158
    ACCOUNTS
  • Average Account Value
    $115,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IA, IN, NC, OK, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Terra Wealth
Showing 31 - 34 of 34 top financial advisors.
31
Ryan Wall, financial advisor Washington UT
Ryan B. Wall
CRD#: 3246004
Washington, UT

Ryan Wall (CRD# 3246004) is an Investment Advisor Representative working at Terra Wealth in Washington, UT and has over 9 years of experience in the finance industry.

32
Marcus White, financial advisor Wausau WI
Marcus J. White
CRD#: 6436649
1488 Merrill Ave, Wausau, WI 54401

Marcus White (CRD# 6436649) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 4 years of experience in the finance industry.

33
Dustin Wright, financial advisor High Point NC
Dustin Wright
CRD#: 6612109
400 West English Road, Ste 215, High Point, NC 27262

Dustin Wright (CRD# 6612109) is an Investment Advisor Representative working at Terra Wealth in High Point, NC and has over 8 years of experience in the finance industry.

34
William Zerillo, financial advisor Manchester PA
William M. Zerillo
CRD#: 7133139
4320 N George Street Ext, Manchester, PA 17345

William Zerillo (CRD# 7133139) is an Investment Advisor Representative working at Terra Wealth in Manchester, PA and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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